-12.7%
ACN vs VLTO
+57.1%
-69.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.3% | -2.1% |
| 7D | -4.0% | +1.5% | -5.5% | -4.8% |
| 30D | +19.0% | +20.9% | -1.9% | +8.1% |
| 3M | +42.2% | +21.4% | +20.8% | +29.0% |
| 6M | +50.1% | +37.6% | +12.6% | +29.2% |
| YTD | -2.7% | +19.5% | -22.3% | -11.3% |
| 1Y | +7.6% | +22.0% | -14.4% | -2.6% |
| 3Y | -15.9% | +70.7% | -86.6% | -27.9% |
| All | -12.7% | +57.1% | -69.8% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VLTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling